AllSquare Wealth Management’s Twitter, Inc. TWTR Stock Holding History

AllSquare Wealth Management’s Portfolio TWTR Stock Details TWTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,000	Closed	-$132K	–	540
2022 Q3	$132K	Hold	3,000	–	–	0.1%	108
2022 Q2	$112K	Hold	3,000	–	–	0.08%	122
2022 Q1	$116K	Hold	3,000	–	–	0.07%	131
2021 Q4	$130K	Hold	3,000	–	–	0.08%	124
2021 Q3	$181K	Hold	3,000	–	–	0.11%	102
2021 Q2	$206K	Hold	3,000	–	–	0.12%	94
2021 Q1	$191K	Hold	3,000	–	–	0.12%	97
2020 Q4	$162K	Hold	3,000	–	–	0.11%	100
2020 Q3	$134K	Hold	3,000	–	–	0.1%	108
2020 Q2	$89K	Hold	3,000	–	–	0.07%	131
2020 Q1	$74K	Hold	3,000	–	–	0.06%	134
2019 Q4	$96K	Hold	3,000	–	–	0.07%	130
2019 Q3	$124K	Hold	3,000	–	–	0.09%	111
2019 Q2	$105K	Hold	3,000	–	–	0.08%	121
2019 Q1	$99K	Hold	3,000	–	–	0.07%	129
2018 Q4	$86K	Hold	3,000	–	–	0.07%	125
2018 Q3	$85K	Hold	3,000	–	–	0.06%	134
2018 Q2	$131K	Hold	3,000	–	–	0.1%	108
2018 Q1	$87K	Hold	3,000	–	–	0.07%	118
2017 Q4	$72K	Hold	3,000	–	–	0.06%	122
2017 Q3	$51K	Buy	+3,000	New	+$52.4K	0.04%	140
2017 Q2	–	Sell	-3,000	Closed	-$45K	–	370
2017 Q1	$45K	Hold	3,000	–	–	0.04%	142
2016 Q4	$49K	Hold	3,000	–	–	0.05%	134
2016 Q3	$69K	Hold	3,000	–	–	0.07%	102
2016 Q2	$51K	Hold	3,000	–	–	0.05%	116
2016 Q1	$50K	Buy	+3,000	New	+$52.6K	0.05%	115

Other funds holding TWTR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

AllSquare Wealth Management's TWTR Position: Q4 2022 in Review

AllSquare Wealth Management sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 3,000 shares — an estimated $132K sold.

AllSquare Wealth Management first reported a position in TWTR in Q1 2016 and held it in 26 quarters. The position peaked at $206K in Q2 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

AllSquare Wealth Management reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
AllSquare Wealth Management sold 3,000 Twitter, Inc. shares in Q4 2022, an estimated $132K.
AllSquare Wealth Management first reported a position in Twitter, Inc. in Q1 2016 and held it in 26 quarters.
AllSquare Wealth Management's Twitter, Inc. position peaked at $206K in Q2 2021.
7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on AllSquare Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.